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 NEUBERGER Wealth (stacked) — 2442628

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Application number

2442628

Type(s)

Design

Category

Trademark

CIPO Status

ADVERTISED

TM5 status

LIVE/APPLICATION/ Published for Opposition
A pending trademark application has been examined by the Office and has been published in a way that provides an opportunity for the public to oppose its registration.

Filed

2025-12-10

Applicant

Neuberger Berman Group LLC
1290 Avenue of the Americas
New York, NY 10104
UNITED STATES OF AMERICA

Agent

OSLER, HOSKIN & HARCOURT LLP
Suite 320, World Exchange Plaza
100 Queen Street
Ottawa,
ONTARIO K1P1J9

Documents

View documents

Index headings

  • NEUBERGER WEALTH

Services (Nice class & Statement)

36
(1) Financial services, namely, investment advisory, investment management, financial asset management, financial portfolio management, investment brokerage, securities brokerage, investment consultation, wealth management, and financial planning services; financial and investment services, namely, investment advisory and investment management and brokerage of securities, exchange-traded funds, model portfolios, separately managed accounts, and funds investment; financial services, namely, financial risk management, financial research, financial investment data analysis, financial consultation, and financial information services; financial investment services, namely, creation, operation, management, brokerage and administration of the issuance and distribution of investment funds, exchange-traded funds, investment fund transfer and transaction services; management and investment of funds and assets of others; financial transaction services, namely, clearing financial transactions; financial services, namely, exchange-traded fund advisory and investment management services, exchange-traded fund distribution services, exchange-traded fund underwriting and administration services; maintaining assets and securities for others in the nature of financial management, and confirming and tracking financial transactions for others; financial services, namely, providing information relating to investment advisory services, investment management services and financial management via an interactive website and website links; real estate investment services.

Claims

  • Priority Filing Date: August 14, 2025, Country or Office: UNITED STATES OF AMERICA, Application No. 99/338,277 in association with the same kind of services

Action History

Actions
Action Action date Due date Comments
Filed 2025-12-10
Created 2025-12-10
Formalized 2025-12-10
Pre-Assessment Letter Sent 2026-01-08 Goods or Services Not Acceptable
Search Recorded 2026-08-12
Approved 2026-08-20 APPROVED BY PROGRAM EX200M1
Approval Notice Sent 2026-08-20 APPROVED BY PROGRAM EX200M1
Advertised 2026-10-21 Vol.73 Issue 3756
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